"OpenAI is exploring licensing models tied to customer outcomes, including pharma partnerships." [1]

"OpenAI CFO Sarah Friar sketched a future in which the company's business models evolve beyond subscriptions and could include royalty streams tied to customer results." [1]

"Speaking on a recent podcast, Friar floated the possibility of "licensing models" in which OpenAI would get paid when a customer's AI-enabled work produces measurable outcomes." [1]

$30 a month or whatever amount of $$ per token does not justify the valuation of these companies. But you know what does? 5% of revenue from your software that their AI helped you to create. I can see world in which you must state you've used their AI to write code and you must use specific licenses to that code, which allows them part of your revenue.

[1] https://www.businessinsider.com/openai-cfo-sarah-friar-futur...